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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,311 | $101,653-60.3% | $147,080-72.6% | $74,459-45.9% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 29.75% | 8754.98%-8725.2pp | 420.17%-390.4pp | 1369.70%-1340.0pp |
| Employer contribution / active EE | $2,092 | $3,813-45.1% | $4,933-57.6% | $2,626-20.3% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |